Splits are used to divide payouts between multiple advisors, employees or other businesses.
Create Splits
To begin, click the View button next to Splits from the Billing Settings main page.
To create a split, start by clicking Create in the upper right corner. Fill in the name of the person or entity that will be receiving a percentage of of payments. Fill in the percentage that person or entity will be receiving. Give this split a name to easily track what it is. Click save to finish.
Note: If Your new split does not appear in the table, refresh your page.
Assign Splits
Splits are assigned at the account level. To begin, navigate to the Clients page from the top menu bar.
Click on the name of the account to which you'd like to apply a split. From the Account Details page, use the dropdown under splits to select your desired split. Hit Save.
You can also bulk assign Splits by selecting each of the accounts that you'd like to assign to a particular split → Actions → Bulk Assign → Billing Splits
